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Bio-Techne (TECH) investor relations material
Bio-Techne Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary10 Sep, 2025
Strategic positioning and growth drivers
Core business is a global leader in reagents for life science research, with significant investments in automation, spatial biology, and cell therapy over the past decade.
Automation (ProteinSimple), spatial biology (RNAscope, COMET), and cell therapy now account for 45% of revenue, up from 30% pre-COVID, reflecting strong above-market growth.
90% of revenue is recurring, primarily from consumables and services, supporting profitability and resilience.
Cell therapy business has rapidly grown, with GMP proteins and strong positioning in regenerative medicine, supported by investments in manufacturing and partnerships.
Divestiture of Exosome Diagnostics aligns focus on core capabilities and growth vectors, reallocating resources to higher-potential areas.
Recent performance and market dynamics
Achieved 3% growth in the most recent quarter, in line with forecasts; spatial biology underperformed due to delayed instrument shipments, while China delivered its best growth in three years.
Pharma segment saw double-digit growth, outperforming expectations, but is expected to moderate due to ongoing tariff and pricing uncertainties.
U.S. academic market exposure is limited, with NIH funding representing a small portion of revenue; academic consumables have remained flat despite funding constraints.
China and broader Asia show improving sentiment and gradual recovery, with expectations for a return to double-digit growth over the next decade.
Biotech remains uncertain due to funding challenges, while large pharma continues to drive recovery and growth.
Product portfolio and competitive landscape
Core reagents business is mature, with stable growth and healthy competition, especially in antibodies and proteins.
ProteinSimple instrumentation platforms (Maurice, Simple Western, Simple Plex) drive productivity and double-digit consumables growth, with significant market penetration potential.
Spatial biology leadership is anchored by RNAscope and the COMET instrument, offering unique capabilities for simultaneous RNA and protein detection.
Cell therapy segment benefits from high-quality GMP proteins and strong customer relationships, particularly in regenerative medicine.
Drivers of Bio-Techne's regen med leadership?
Explain the biotech funding-to-spending disconnect.
What was the core strategic reason for Exosome divestiture?
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Next Bio-Techne earnings date
AGM 202530 Oct, 2025
Next Bio-Techne earnings date
AGM 202530 Oct, 2025
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Frequently asked questions
Bio-Techne Corporation develops, manufactures, and sells life sciences research and clinical diagnostic products. The company’s portfolio includes proteins, antibodies, reagents, and diagnostic instruments supporting academic research, biopharmaceutical production, and clinical testing. Bio-Techne serves scientists and healthcare providers globally. The company is headquartered in Minneapolis, Minnesota, and its shares are listed on the NASDAQ.
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